Diversify Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,789 shares of IWN stock, worth $487,154. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,789
Previous 2,783 0.22%
Holding current value
$487,154
Previous $462 Million 7.04%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$157.1 - $178.94 $942 - $1,073
6 Added 0.22%
2,789 $494 Million
Q2 2025

Aug 14, 2025
BUY
$131.84 - $157.76 $5,537 - $6,625
42 Added 1.53%
2,783 $462 Million
Q1 2025

Apr 30, 2025
SELL
$149.27 - $169.4 $18,808 - $21,344
-126 Reduced 4.39%
2,741 $400 Million
Q4 2024

Jan 16, 2025
BUY
$162.69 - $181.35 $236,225 - $263,320
1,452 Added 102.61%
2,867 $458 Million
Q3 2024

Oct 25, 2024
BUY
$150.05 - $171.34 $212,320 - $242,446
1,415 New
1,415 $234 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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